Institution
Swiss Life Asset Management Ltd
13F for the quarter to June 30, 2026, filed July 29, 2026 · SEC CIK 1637689
- Reported value
- $23.6bn 96% in companies we cover
- Positions we cover
- 1,543 Largest NVDA 7.6%
- Copy, a year
- +15.1% S&P 500 +14.1%
- Copy Sharpe ratio
- 0.86 S&P 500 0.75
How copying its 13F would have done
Reported value by quarter
View chart data
| Period | Reported value |
|---|---|
| 2015-03-31 | $1.5T |
| 2015-06-30 | $1.5T |
| 2015-09-30 | $1.7T |
| 2015-12-31 | $1.9T |
| 2016-03-31 | $2T |
| 2016-06-30 | $2.1T |
| 2016-09-30 | $2.4T |
| 2016-12-31 | $2.8T |
| 2017-03-31 | $3.3T |
| 2017-06-30 | $3.5T |
| 2017-09-30 | $3.7T |
| 2017-12-31 | $4.5T |
| 2018-03-31 | $5.7T |
| 2018-06-30 | $6.2T |
| 2018-09-30 | $7T |
| 2018-12-31 | $4.9T |
| 2019-03-31 | $7.3T |
| 2019-06-30 | $7.7T |
| 2019-09-30 | $7T |
| 2019-12-31 | $5.3T |
| 2020-03-31 | $4.7T |
| 2020-06-30 | $5.5T |
| 2020-09-30 | $5.9T |
| 2020-12-31 | $6.6T |
| 2021-03-31 | $7T |
| 2021-06-30 | $8.2T |
| 2021-09-30 | $7.2T |
| 2021-12-31 | $7.7T |
| 2022-03-31 | $7.1T |
| 2022-06-30 | $6.2T |
| 2022-09-30 | $5.8T |
| 2022-12-31 | $6T |
| 2023-03-31 | $6.6B |
| 2023-06-30 | $6.8B |
| 2023-09-30 | $6.5B |
| 2023-12-31 | $8.3B |
| 2024-03-31 | $7.2B |
| 2024-06-30 | $8.5B |
| 2024-09-30 | $8.8B |
| 2024-12-31 | $13.6B |
| 2025-03-31 | $13.8B |
| 2025-06-30 | $16.5B |
| 2025-09-30 | $19.2B |
| 2025-12-31 | $19.6B |
| 2026-03-31 | $20.4B |
| 2026-06-30 | $23.6B |
Holdings and moves
| Company | Share of portfolio | Value | Shares | Change in shares |
|---|---|---|---|---|
| NVDANVIDIA Corporation | 7.62% | $1.8bn | 8.99M | −6.6% Reduced |
| AAPLApple Inc. | 5.50% | $1.3bn | 4.49M | +5.0% Added |
| MSFTMicrosoft Corporation | 4.59% | $1.1bn | 2.90M | +6.2% Added |
| GOOGLAlphabet Inc. (Class A) | 3.57% | $842.9m | 2.36M | +0.8% Added |
| AVGOBroadcom | 2.68% | $633.6m | 1.68M | +28.4% Added |
| AMZNAmazon | 2.59% | $611.7m | 2.57M | +6.6% Added |
| METAMeta Platforms | 1.99% | $469.7m | 833.8K | +7.1% Added |
| LLYLilly (Eli) | 1.81% | $428.5m | 357.3K | +5.6% Added |
| TSLATesla, Inc. | 1.73% | $407.7m | 969.2K | +4.3% Added |
| LRCXLam Research | 1.41% | $333.4m | 769.3K | −2.3% Reduced |
| MUMicron Technology | 1.33% | $315.2m | 273.1K | −43.9% Reduced |
| JNJJohnson & Johnson | 1.28% | $302.8m | 1.19M | −6.3% Reduced |
| AMDAdvanced Micro Devices | 1.25% | $295.7m | 509.0K | +9.8% Added |
| MOAltria | 1.19% | $279.9m | 3.89M | −4.8% Reduced |
| VZVerizon | 1.07% | $253.1m | 5.98M | −5.9% Reduced |
| VVisa Inc. | 0.95% | $224.2m | 653.5K | −0.6% Reduced |
| AMATApplied Materials | 0.88% | $208.4m | 288.2K | −2.0% Reduced |
| CSCOCisco | 0.88% | $207.0m | 1.76M | +4.5% Added |
| CATCaterpillar Inc. | 0.83% | $195.7m | 183.7K | −3.8% Reduced |
| GEGE Aerospace | 0.74% | $173.9m | 465.4K | +27.5% Added |
| KLACKLA Corporation | 0.73% | $173.2m | 574.0K | +822.7% Added |
| ABBVAbbVie | 0.72% | $171.3m | 680.8K | +0.5% |
| JPMJPMorgan Chase | 0.71% | $167.8m | 512.7K | −2.9% Reduced |
| MRKMerck & Co. | 0.71% | $167.7m | 1.31M | −5.5% Reduced |
| PFEPfizer | 0.71% | $167.2m | 6.94M | −5.3% Reduced |
| MSMorgan Stanley | 0.69% | $163.3m | 781.1K | −2.9% Reduced |
| TXNTexas Instruments | 0.65% | $153.5m | 514.9K | −11.9% Reduced |
| GEVGE Vernova | 0.60% | $140.7m | 119.8K | +19.9% Added |
| MAMastercard | 0.59% | $138.6m | 269.8K | −17.7% Reduced |
| UNHUnitedHealth Group | 0.57% | $135.4m | 325.8K | −12.0% Reduced |
| WMTWalmart | 0.57% | $134.9m | 1.19M | +7.7% Added |
| COSTCostco | 0.56% | $132.0m | 141.1K | +7.5% Added |
| HDThe Home Depot | 0.56% | $131.5m | 372.9K | +3.9% Added |
| OKEOneok | 0.55% | $128.9m | 1.48M | −6.1% Reduced |
| NFLXNetflix | 0.52% | $122.5m | 1.72M | +13.5% Added |
| CMECME Group | 0.50% | $118.7m | 537.7K | −16.2% Reduced |
| IBMIBM | 0.50% | $117.3m | 417.0K | −8.7% Reduced |
| PGProcter & Gamble | 0.48% | $112.6m | 768.0K | −3.7% Reduced |
| UPSUnited Parcel Service | 0.47% | $110.7m | 1.03M | −4.3% Reduced |
| KOThe Coca-Cola Company | 0.47% | $110.0m | 1.35M | +3.3% Added |
| CVXChevron Corporation | 0.46% | $108.0m | 651.7K | −19.2% Reduced |
| PLTRPalantir Technologies Inc. | 0.44% | $104.0m | 891.1K | +24.3% Added |
| BXBlackstone Inc. | 0.43% | $102.4m | 870.3K | −3.7% Reduced |
| INTCIntel | 0.43% | $102.0m | 730.6K | −22.0% Reduced |
| ADPAutomatic Data Processing | 0.42% | $99.0m | 442.1K | +1.3% Added |
| BLKBlackRock | 0.41% | $97.4m | 101.3K | −12.4% Reduced |
| PANWPalo Alto Networks | 0.39% | $92.2m | 270.3K | −7.1% Reduced |
| ADIAnalog Devices | 0.37% | $87.6m | 220.6K | +2.5% Added |
| PAYXPaychex | 0.37% | $87.4m | 888.5K | −8.9% Reduced |
| WDCWestern Digital | 0.35% | $83.3m | 130.3K | +44.9% Added |
| APHAmphenol | 0.35% | $82.6m | 468.4K | −6.0% Reduced |
| GLWCorning Inc. | 0.35% | $82.3m | 322.3K | −0.1% |
| BMYBristol Myers Squibb | 0.34% | $81.5m | 1.41M | +17.5% Added |
| DDominion Energy | 0.34% | $81.3m | 1.19M | −3.0% Reduced |
| ORCLOracle Corporation | 0.34% | $79.5m | 542.4K | +3.7% Added |
| PCARPaccar | 0.33% | $78.8m | 655.9K | −3.4% Reduced |
| UNPUnion Pacific Corporation | 0.32% | $76.4m | 280.9K | −0.3% |
| AMGNAmgen | 0.32% | $76.0m | 209.8K | −5.2% Reduced |
| CRWDCrowdStrike | 0.32% | $75.9m | 99.4K | −0.2% |
| ANETArista Networks | 0.32% | $75.1m | 442.3K | −0.7% Reduced |
| FASTFastenal | 0.31% | $73.8m | 1.54M | −6.9% Reduced |
| TROWT. Rowe Price | 0.30% | $71.9m | 632.5K | −19.3% Reduced |
| GSGoldman Sachs | 0.30% | $71.5m | 70.7K | +28.3% Added |
| AXPAmerican Express | 0.29% | $68.4m | 202.2K | +12.9% Added |
| MCDMcDonald's | 0.29% | $68.1m | 251.8K | +2.8% Added |
| USBU.S. Bancorp | 0.29% | $67.9m | 1.12M | −1.5% Reduced |
| GILDGilead Sciences | 0.28% | $66.4m | 525.7K | +35.0% Added |
| TJXTJX Companies | 0.28% | $66.2m | 436.8K | +18.8% Added |
| RFRegions Financial Corporation | 0.28% | $65.3m | 2.16M | −7.6% Reduced |
| PEPPepsiCo | 0.26% | $61.7m | 455.4K | −6.4% Reduced |
| SBUXStarbucks | 0.26% | $61.3m | 599.7K | +9.5% Added |
| PMPhilip Morris International | 0.26% | $61.2m | 338.5K | +8.0% Added |
| QCOMQualcomm | 0.26% | $61.2m | 331.3K | −2.4% Reduced |
| BACBank of America | 0.26% | $60.3m | 1.06M | +15.3% Added |
| MRVLMarvell Technology | 0.24% | $58.0m | 194.6K | +6.4% Added |
| KMBKimberly-Clark | 0.24% | $56.5m | 514.8K | −6.3% Reduced |
| RTXRTX Corporation | 0.24% | $56.2m | 296.4K | −4.9% Reduced |
| TGTTarget Corporation | 0.23% | $54.1m | 414.4K | −1.2% Reduced |
| APPApplovin Corp | 0.23% | $53.9m | 104.6K | +29.6% Added |
| BKNGBooking Holdings | 0.22% | $52.8m | 296.2K | +2178.3% Added |
| KEYKeyCorp | 0.22% | $52.1m | 2.26M | −5.2% Reduced |
| EIXEdison International | 0.22% | $52.0m | 698.3K | −6.7% Reduced |
| KHCKraft Heinz | 0.21% | $49.6m | 2.10M | −7.1% Reduced |
| PGRProgressive Corporation | 0.20% | $48.4m | 221.7K | −4.2% Reduced |
| CDNSCadence Design Systems Inc | 0.20% | $47.3m | 125.9K | +12.4% Added |
| DDDuPont | 0.19% | $45.6m | 336.2K | New |
| VRTXVertex Pharmaceuticals | 0.19% | $45.5m | 91.6K | +10.9% Added |
| TAT&T | 0.19% | $45.0m | 2.17M | +33.0% Added |
| ADBEAdobe Inc. | 0.19% | $44.4m | 216.4K | +17.7% Added |
| CCitigroup | 0.18% | $43.7m | 312.3K | +12.4% Added |
| CVSCVS Health | 0.18% | $43.6m | 421.2K | −9.7% Reduced |
| TDToronto Dominion Bank | 0.18% | $42.4m | 349.7K | +12.8% Added |
| HWMHowmet Aerospace | 0.17% | $41.2m | 153.3K | +2.1% Added |
| DRIDarden Restaurants | 0.17% | $41.1m | 199.6K | −4.0% Reduced |
| RYRoyal Bank Of Canada | 0.17% | $40.5m | 196.0K | +30.7% Added |
| NOWServiceNow | 0.17% | $39.9m | 402.4K | −13.4% Reduced |
| NEENextEra Energy | 0.17% | $39.9m | 454.4K | +9.4% Added |
| INTUIntuit | 0.17% | $39.8m | 152.7K | +4.2% Added |
| STTState Street Corporation | 0.17% | $38.9m | 229.3K | −19.3% Reduced |
| WELLWelltower | 0.16% | $38.0m | 167.2K | +10.9% Added |
| ISRGIntuitive Surgical | 0.16% | $37.8m | 95.1K | +15.4% Added |
| DISThe Walt Disney Company | 0.16% | $37.4m | 388.1K | +7.0% Added |
| FTNTFortinet | 0.16% | $37.0m | 240.7K | +37.1% Added |
| RCLRoyal Caribbean Group | 0.16% | $36.9m | 116.3K | New |
| DELLDell Technologies | 0.16% | $36.7m | 85.1K | −18.8% Reduced |
| DEDeere & Company | 0.15% | $34.5m | 54.3K | +3.0% Added |
| OMCOmnicom Group | 0.14% | $33.8m | 463.4K | −7.8% Reduced |
| CMICummins | 0.14% | $33.5m | 47.0K | +1.7% Added |
| MPWRMonolithic Power Systems, Inc. | 0.14% | $33.3m | 24.1K | −22.4% Reduced |
| SCHWCharles Schwab Corporation | 0.14% | $33.0m | 357.3K | −42.7% Reduced |
| BNYBNY Mellon | 0.14% | $32.9m | 227.6K | +3.2% Added |
| LYBLyondellBasell | 0.14% | $32.6m | 618.4K | New |
| FIXComfort Systems USA | 0.14% | $32.4m | 16.4K | +18.7% Added |
| PLDPrologis | 0.14% | $32.2m | 238.0K | +10.7% Added |
| TRVThe Travelers Companies | 0.14% | $32.1m | 97.2K | +26.1% Added |
| BBYBest Buy | 0.14% | $32.1m | 422.5K | −33.0% Reduced |
| PHParker Hannifin | 0.13% | $31.4m | 32.1K | −43.5% Reduced |
| PNCPNC Financial Services | 0.13% | $31.2m | 126.5K | +52.6% Added |
| WMBWilliams Companies | 0.13% | $31.0m | 417.1K | +4.7% Added |
| CRMSalesforce | 0.13% | $30.9m | 197.3K | −7.6% Reduced |
| EQIXEquinix | 0.13% | $30.9m | 29.6K | +3.7% Added |
| NEMNewmont | 0.13% | $30.6m | 327.5K | +4.2% Added |
| WFCWells Fargo | 0.13% | $30.6m | 370.1K | −10.5% Reduced |
| TMOThermo Fisher Scientific | 0.13% | $30.3m | 60.5K | +14.0% Added |
| ROSTRoss Stores | 0.13% | $30.1m | 141.3K | +130.7% Added |
| GWWW. W. Grainger | 0.13% | $29.9m | 22.0K | +26.8% Added |
| UBERUber | 0.13% | $29.6m | 410.8K | −39.4% Reduced |
| FEFirstEnergy | 0.12% | $28.8m | 606.7K | −6.3% Reduced |
| MNSTMonster Beverage | 0.12% | $28.8m | 299.2K | +6.6% Added |
| GPCGenuine Parts Company | 0.12% | $28.7m | 243.5K | −15.5% Reduced |
| KMIKinder Morgan | 0.12% | $28.3m | 885.0K | −8.5% Reduced |
| SNDKSandisk | 0.12% | $28.2m | 12.4K | +4.1% Added |
| ESEversource Energy | 0.12% | $28.1m | 388.9K | −5.5% Reduced |
| MMM3M | 0.12% | $28.0m | 173.0K | +4.4% Added |
| MCHPMicrochip Technology Inc | 0.12% | $28.0m | 307.0K | −1.4% Reduced |
| ROKRockwell Automation | 0.12% | $27.9m | 56.3K | +6.8% Added |
| LOWLowe's | 0.12% | $27.8m | 126.2K | +9.9% Added |
| SPGIS&P Global | 0.12% | $27.2m | 67.0K | +9.0% Added |
| DHRDanaher Corporation | 0.11% | $26.8m | 140.5K | +10.4% Added |
| SHOPShopify Inc. | 0.11% | $26.6m | 232.9K | +11.6% Added |
| MRSHMarsh McLennan | 0.11% | $26.3m | 158.0K | +6.7% Added |
| VRTVertiv | 0.11% | $26.1m | 77.8K | +7.0% Added |
| COFCapital One | 0.11% | $26.0m | 129.5K | +1.0% Added |
| BMOBank Of Montreal | 0.11% | $25.4m | 144.2K | +17.7% Added |
| CEGConstellation Energy | 0.10% | $24.8m | 99.7K | −14.2% Reduced |
| SYKStryker Corporation | 0.10% | $24.7m | 78.4K | +68.0% Added |
| TFCTruist Financial | 0.10% | $24.4m | 490.7K | −4.7% Reduced |
| HPQHP Inc. | 0.10% | $24.4m | 1.11M | −13.2% Reduced |
| CMCSAComcast | 0.10% | $24.3m | 991.1K | +18.8% Added |
| AMTAmerican Tower | 0.10% | $24.3m | 148.4K | +31.2% Added |
| Company | Bought (value) | Shares |
|---|---|---|
| KLACKLA Corporation | $154.4m | 511.8K |
| AVGOBroadcom | $140.0m | 370.7K |
| MSFTMicrosoft Corporation | $63.4m | 170.0K |
| AAPLApple Inc. | $62.0m | 214.4K |
| BKNGBooking Holdings | $50.5m | 283.2K |
| DDDuPont | $45.6m | 336.2K |
| AMZNAmazon | $38.1m | 159.8K |
| GEGE Aerospace | $37.6m | 100.5K |
| RCLRoyal Caribbean Group | $36.9m | 116.3K |
| LYBLyondellBasell | $32.6m | 618.4K |
| METAMeta Platforms | $31.1m | 55.1K |
| AMDAdvanced Micro Devices | $26.3m | 45.3K |
| WDCWestern Digital | $25.8m | 40.4K |
| GEVGE Vernova | $23.3m | 19.9K |
| LLYLilly (Eli) | $22.6m | 18.9K |
| Company | Sold (value) | Shares |
|---|---|---|
| MUMicron Technology | −$246.6m | −213.6K |
| NVDANVIDIA Corporation | −$127.4m | −636.8K |
| URIUnited Rentals | −$73.4m | −64.8K |
| WDAYWorkday, Inc. | −$67.3m | −549.5K |
| MTBM&T Bank | −$35.6m | −149.7K |
| NKENike, Inc. | −$32.6m | −795.1K |
| HYMCHycroft Mining Holding Corp | −$30.0m | −755.4K |
| MAMastercard | −$29.8m | −58.0K |
| DOVDover Corporation | −$29.3m | −130.6K |
| INTCIntel | −$28.7m | −205.6K |
| CVXChevron Corporation | −$25.6m | −154.5K |
| SCHWCharles Schwab Corporation | −$24.5m | −265.9K |
| PHParker Hannifin | −$24.1m | −24.7K |
| CMECME Group | −$23.0m | −104.3K |
| CTASCintas | −$21.7m | −127.4K |
| Company | Value last quarter | Shares |
|---|---|---|
| HYMCHycroft Mining Holding Corp | $30.0m | 755.4K |
| ETOREtoro Group Ltd. | $7.1m | 35.7K |
| AMCRAmcor | $6.9m | 172.5K |
| RCATRed Cat Holdings, Inc. | $5.5m | 34.8K |
| OUSTOuster, Inc. | $4.7m | 26.2K |
| HTOH2o America | $4.4m | 75.7K |
| MANManpowergroup Inc. | $4.0m | 32.6K |
| TRVITrevi Therapeutics, Inc. | $3.7m | 21.4K |
| NIONIO Inc. | $2.1m | 370.6K |
| ZTOZTO Express (cayman) Inc. | $2.0m | 84.1K |
| SLDESlide Insurance Holdings, Inc. | $2.0m | 26.2K |
| HTFLHeartflow, Inc. | $1.6m | 16.0K |
| PSNLPersonalis, Inc. | $1.6m | 30.1K |
| MIAXMiami International Holdings, Inc. | $1.6m | 15.3K |
| BCAXBicara Therapeutics Inc. | $978,718 | 8.7K |
| CELCCelcuity Inc. | $881,694 | 7.6K |
| UAMYUnited States Antimony Corp | $867,725 | 20.4K |
| FUBOFubotv Inc. | $833,109 | 7.6K |
| ALHAlliance Laundry Holdings Inc. | $828,960 | 8.6K |
| XERSXeris Biopharma Holdings, Inc. | $789,205 | 33.2K |
| FWRDForward AIR Corp | $787,995 | 5.7K |
| PSIXPower Solutions International, Inc. | $754,253 | 5.4K |
| WLDNWilldan Group, Inc. | $752,031 | 6.1K |
| NTSKNetskope Inc | $702,771 | 22.2K |
| SBETSharplink, Inc. | $684,676 | 13.4K |
| MBXMBX Biosciences, Inc. | $657,200 | 12.1K |
| ALMSAlumis Inc. | $574,230 | 15.8K |
| PSNYPolestar Automotive Holding UK PLC | $437,917 | 2.6K |
| AMPXAmprius Technologies, Inc. | $388,906 | 11.2K |
| HPPHudson Pacific Properties, Inc. | $380,226 | 2.7K |
| Period | Copy, a year | S&P 500 | Sharpe | S&P 500 | Biggest drop | Beta |
|---|---|---|---|---|---|---|
| Whole backtestJanuary 2, 2026 to November 2, 2026 | +15.1% | +14.1% | 0.86 | 0.75 | −7.9% | 0.92 |